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Jacobs Solutions

688 hedge funds and large institutions have $14.9B invested in Jacobs Solutions in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

13% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 212

6% more funds holding

Funds holding: 648688 (+40)

2% more capital invested

Capital invested by funds: $14.6B → $14.9B (+$268M)

1.59% less ownership

Funds ownership: 105.32%103.73% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

18% less call options, than puts

Call options by funds: $34.8M | Put options by funds: $42.2M

Holders
688
Holders Change
+40
Holders Change %
+6.17%
% of All Funds
11.98%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
86
Increased
239
Reduced
212
Closed
41
Calls
$34.8M
Puts
$42.2M
Net Calls
-$7.41M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
626
Zions Bancorporation
Utah
$20K +$1.13K +10 +6%
ONST
627
Old North State Trust
North Carolina
$20K +$2.37K +21 +13%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$18.3K +162 New
BU
629
BBVA USA
Alabama
$17K +$17.5K +155 New
PO
630
Private Ocean
California
$17K +$17.5K +155 New
CA
631
Clearstead Advisors
Ohio
$15K
SIAP
632
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$15K +133 New
AssetMark Inc
633
AssetMark Inc
California
$14K
CWA
634
Clearview Wealth Advisors
Oregon
$14K
GRP
635
Global Retirement Partners
California
$14K
BCA
636
Berman Capital Advisors
Georgia
$14K +$4.75K +42 +48%
APC
637
Aspire Private Capital
North Carolina
$13K
HIA
638
Harbor Investment Advisory
Maryland
$13K
HR
639
Howe & Rusling
New York
$13K
LF
640
Lee Financial
Texas
$13K
MHR
641
Matthew Hamilton Rosenberg
$13K
ATC
642
Adirondack Trust Company
New York
$11K
Credit Agricole
643
Credit Agricole
France
$11K
IFAM
644
Institutional & Family Asset Management
Colorado
$11K
EARNEST Partners
645
EARNEST Partners
Georgia
$9K
LC
646
Lindbrook Capital
California
$9K
SFSIG
647
San Francisco Sentry Investment Group
California
$9K
GWS
648
Glassman Wealth Services
Virginia
$9K +$1.24K +11 +15%
CBT
649
CoreFirst Bank & Trust
Kansas
$8K
SWA
650
Sutton Wealth Advisors
Florida
$7.61K

J Hedge Fund Activity: Q2 2021 in Review

688 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2021, worth a combined $14.9B — up 1.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new J positions and 41 closed out — a net gain of 45 holders — while 239 added to existing stakes and 212 trimmed.

The largest buyer was American Century Companies, adding an estimated $88.6M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $115M.

  • 688 institutional investors held Jacobs Solutions (J) as of Q2 2021, up from 648 in Q1 2021.
  • Funds reported $14.9B of Jacobs Solutions stock for Q2 2021, up 1.8% quarter-over-quarter.
  • 86 funds opened new Jacobs Solutions positions in Q2 2021 and 41 closed out, a net change of +45 holders.
  • The largest Jacobs Solutions buyer in Q2 2021 was American Century Companies, an estimated $88.6M added.
  • The largest Jacobs Solutions seller in Q2 2021 was Ruane, Cunniff & Goldfarb, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2021.